Current macroeconomic developments leave a lot of doubts aroused by investors. According to Comgest experts, the sectors that are benefiting from the current environment are still the cloud, online services in general including gaming, telemedicine, streaming products, electronic payments, and electric cars. Among the companies preferred by experts in particular is Amazon whichrecently announced an order for more than 100,000 electric vans from US automaker Rivian in an effort to convert its entire delivery fleet to electric vehicles. Following it in the list of favorites there is also Alfen , a Dutch company that deals with smart grids (intelligent electricity management systems), and very exposed to the segment of electric car charging.
But not just electric cars. Comgest also looks to Shimano ,global leader in bicycle components which, according to estimates, has an 80% share of the global market. Also noteworthy in the list is Lg Chem , a South Korean company, and the world’s largest manufacturer of electric batteries for vehicles through its consolidated subsidiary Lg Energy Solution, as well as being a pioneer in the field starting to study the product in 1995. which gave them a huge competitive advantage by allowing them to collect experience and patents. We see growth potential for the industry over the next five years of 20%. Then Tsmc, needs no introduction, and the largest semiconductor manufacturer in the world. His business has exploded in the last year with the demand for semiconductors skyrocketing; in our opinion it is not affected by the various supply bottlenecks that currently hinder the global economic recovery and indeed, thanks to its dominant position in the sector, in the last year it has decided to increase the price of its products by 40%.
Moving on to the big issue of supply chain bottlenecks, every area of ​​life has been affected by several delays in ordering products online. Dsvand one of the leaders in the shipping industry who has benefited greatly from supply disruption challenges or rising shipping costs. This context has done a lot of good for the sector that more companies like DSV can add the maximum value for the customer by finding alternative routes, with different modes of transport.
Moving in the fashion world Comgest takes Adidas as an example . “In our opinion, there will be some brakes on organic growth due to the purely supply chain problem but we do not think there will be a structural repercussion in terms of the ability to drive growth in the medium term,” analysts say. I’m going better for JB Hunt, an American transportation and logistics company headquartered in Lowell, Arkansas, and has shown a significant increase in revenues and profits which confirm the excellent work of the management.
In soft luxury, it is LVMH which enjoys a very strong competitive advantage and can afford to establish market prices also in consideration of the target customers. LVMH raised the prices of its Louis Vuitton brand by around 5% 9. An initial hypothesis could have foreseen a drop in sales, but the growth in volumes has continued unabated, also being able to count on a very heterogeneous and valuable portfolio of brands. And, again, ChowTai Fook, the “Tiffany of China” is a Hong Kong-based private conglomerate that has been in the jewelry business for 80 years that has many opportunities to grow and emerge in an ever-developing country.
Finally, analysts focus their attention on Daikin, a global leader in air conditioning systems with over 40% of the world market. They faced major cost pressures from rising commodities, but thanks to their position as market leader they were able to manage inflation by raising prices in many markets. Furthermore, Daikin is looking to reduce the use of copper by switching to stainless steel or aluminum, without sacrificing performance. It is strengthening its global presence on the markets, trying to mitigate the impact of overheating in favor of the development of energy efficiency thanks to new products. (All rights reserved)
